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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
976
Osterweis Capital Management
California
$30.6K – – –
FBC
977
Fairfield, Bush & Co
Connecticut
$30.2K +$31.1K +390 New
PPC
978
Park Place Capital
Alabama
$29.6K -$11.2K -140 -27%
TCOV
979
Trust Company of Vermont
Vermont
$29.2K +$3.19K +40 +12%
EC
980
EntryPoint Capital
New York
$28.6K +$29.4K +369 New
CAL
981
Capital Analysts LLC
Pennsylvania
$28K -$3.83K -48 -12%
FCAS
982
First Command Advisory Services
Texas
$27.1K – – –
EC
983
EdgeRock Capital
Colorado
$26K +$28.8K +362 New
BWM
984
Baystate Wealth Management
Massachusetts
$25.8K +$17.2K +216 +185%
MA
985
Montag & Associates
Georgia
$25.6K +$2.71K +34 +12%
KFI
986
Key Financial Inc
Pennsylvania
$25.1K – – –
CFD
987
Creative Financial Designs
Indiana
$23.6K +$8.37K +105 +53%
FCT
988
First Community Trust
Iowa
$23.3K – – –
GFL
989
Granite FO LLC
New Hampshire
$23.3K – – –
PGAM
990
Princeton Global Asset Management
New Jersey
$23.3K – – –
HGERS
991
Householder Group Estate & Retirement Specialist
Arizona
$23K -$637 -8 -3%
WTA
992
Washington Trust Advisors
Massachusetts
$22.5K – – –
W
993
WealthCollab
Washington
$22.2K +$22.9K +287 New
SFFS
994
Stonehage Fleming Financial Services
Jersey
$21.8K -$19.9M -250,370 -100%
CA
995
Clearstead Advisors
Ohio
$21.2K -$23.9K -300 -52%
LWCFA
996
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21.1K – – –
CWP
997
Concord Wealth Partners
Virginia
$19.3K -$16.5K -207 -45%
IWP
998
IAG Wealth Partners
Wisconsin
$18.8K – – –
BSB
999
Bangor Savings Bank
Maine
$18.1K -$1.59K -20 -8%
RDFA
1000
Ritter Daniher Financial Advisory
Ohio
$18.1K -$1.59K -20 -8%
38 39
40
41 42